The Capital Cycle Podcast
Marathon Asset Management
Edward Chancellor, the distinguished financial historian, author and journalist interviews investors from Marathon Asset Management [Marathon London] about their latest views on the investment landscape. Hosted on Acast. See acast.com/privacy for more information.
Episodes
Mentioned books
Aug 2, 2024 • 16min
Copper Turns To Gold
In this insightful discussion, Alex Duffy, Marathon's Emerging Market Fund Manager and expert in capital cycle analysis, dives into the complexities of the copper market. He examines recent price volatility and underinvestment in copper mining amid growing demand, especially from China. Duffy also sheds light on how capital cycles affect mining investments and the implications of soaring production costs. The conversation highlights strategic opportunities and challenges faced by miners as they navigate a changing landscape and environmental regulations.
